| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TRIBAL FIRST3 | PO BOX 609015 SAN DIEGO, CA 92160 | UNITED CONCORDIA INSURANCE COMPANY | $17K | $23K | $41K | 5.88% |
| MAUZY INSURANCE SERVICES INC.3 | 5173 WARING ROAD, SUITE 1 SAN DIEGO, CA 92120 | UNITED CONCORDIA INSURANCE COMPANY | $17K | — | $17K | 2.50% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | SYMETRA LIFE INSURANCE COMPANY | $11K | $1K | $13K | 5.09% |
| MAUZY INSURANCE SERVICES INC.3 Filed as: MAUZY INSURANCE SERVICES, INC. | 5173 WARING ROAD, SUITE 1 SAN DIEGO, CA 92120 | SYMETRA LIFE INSURANCE COMPANY | $12K | — | $12K | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | AMERITAS LIFE INSURANCE CORP. | $3K | $1K | $4K | 3.25% |
| MAUZY INSURANCE SERVICES INC.3 | 5173 WARING ROAD, SUITE 1 SAN DIEGO, CA 92120 | AMERITAS LIFE INSURANCE CORP. | $3K | — | $3K | 2.50% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $5K | $5K | 16.88% |
| MAUZY INSURANCE SERVICES INC.3 | 5173 WARING ROAD, SUITE 1 SAN DIEGO, CA 92120 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| MAUZY INSURANCE SERVICES INC.3 Filed as: MAUZY INSURANCE SERVICES, INC. | 5173 WARING ROAD, SUITE 1 SAN DIEGO, CA 92120 | METLIFE LEGAL PLANS | $2K | — | $2K | 9.45% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 1,692 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,702 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | SHARP HEALTH PLAN | 2,057 | $10.5M |
| Dental(4 contracts, 4 carriers) | SHARP HEALTH PLAN | 2,057 | $11.3M |
| Vision(2 contracts, 2 carriers) | SHARP HEALTH PLAN | 2,057 | $9.9M |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 1,643 | $249K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 256 | $31K |
| Prescription drug(2 contracts, 2 carriers) | SHARP HEALTH PLAN | 2,057 | $10.5M |
| Other(2 contracts, 2 carriers) | SYMETRA LIFE INSURANCE COMPANY | 1,643 | $274K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,057 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.